Financial Datasets MCP Server

Instructions

Args:
    ticker: Ticker symbol of the company (e.g. AAPL, GOOGL)
    limit: Number of SEC filings to return (default: 10)
    filing_type: Type of SEC filing (e.g. 10-K, 10-Q, 8-K)

Implementation Reference

• server.py:337-366 (handler)

  The handler function for the 'get_sec_filings' tool, decorated with @mcp.tool() for automatic registration in FastMCP. It constructs an API URL using the provided ticker, optional limit, and filing_type, fetches data via the shared make_request helper, extracts filings, and returns JSON stringified data or an error message.

  @mcp.tool()
  async def get_sec_filings(
      ticker: str,
      limit: int = 10,
      filing_type: str | None = None,
  ) -> str:
      """Get all SEC filings for a company.
  
      Args:
          ticker: Ticker symbol of the company (e.g. AAPL, GOOGL)
          limit: Number of SEC filings to return (default: 10)
          filing_type: Type of SEC filing (e.g. 10-K, 10-Q, 8-K)
      """
      # Fetch data from the API
      url = f"{FINANCIAL_DATASETS_API_BASE}/filings/?ticker={ticker}&limit={limit}"
      if filing_type:
          url += f"&filing_type={filing_type}"
   
      # Call the API
      data = await make_request(url)
  
      # Extract the SEC filings
      filings = data.get("filings", [])
  
      # Check if SEC filings are found
      if not filings:
          return f"Unable to fetch SEC filings or no SEC filings found."
  
      # Stringify the SEC filings
      return json.dumps(filings, indent=2)

• server.py:25-41 (helper)

  Shared helper function used by get_sec_filings (and other tools) to make authenticated HTTP requests to the Financial Datasets API.

  async def make_request(url: str) -> dict[str, any] | None:
      """Make a request to the Financial Datasets API with proper error handling."""
      # Load environment variables from .env file
      load_dotenv()
      
      headers = {}
      if api_key := os.environ.get("FINANCIAL_DATASETS_API_KEY"):
          headers["X-API-KEY"] = api_key
  
      async with httpx.AsyncClient() as client:
          try:
              response = await client.get(url, headers=headers, timeout=30.0)
              response.raise_for_status()
              return response.json()
          except Exception as e:
              return {"Error": str(e)}

• server.py:337-337 (registration)

  The @mcp.tool() decorator registers the get_sec_filings function as an MCP tool with the FastMCP server instance.

  @mcp.tool()